Tool switches
If you moved from WhatsApp to Discord to Slack, list each one with its years. Buyers credit full-context years, and internal messaging is one of the most important layers.
Prepare your data inventory
Buyers talk to dozens of sellers a day. The ones who move forward to a valuation can describe the shape of their data in one page. This is that page.
What goes in it
One line per software system your business has used. Rough numbers are fine; we'll confirm them later.
| Column | What to write | Example |
|---|---|---|
| System | The software name | Slack |
| What it holds | The kind of work recorded there | Internal messaging between sales and ops |
| Years exportable | First and last year you can actually export, not when you signed up | 2022 to now |
| Volume | Whatever the system counts best: messages, tickets, invoices, records, or GB/TB | 1.2M messages |
Be honest about the gaps
Missing functions
Note which parts of the business were never recorded in software, such as phone-only sales or paper job sheets.
No padding
Only list business data. Buyers verify everything during a 30-day acceptance window, and unrelated files get a deal cancelled.
Send us your inventory
We'll review it and come back with which buyers it fits and a realistic range, usually within two business days.